Purchases and Sales Made in Q2 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE EMERGING MARKETS SM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.19K- 3.93% |
$94.9K - $121K
|
53.5K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.25K- 5.24% |
$97.6K - $124K
|
40.7K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 55.32% |
$101K - $128K
|
1.88K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.72K- 19.19% |
$118K - $150K
|
11.4K
$649K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.73K- 19.62% |
$118K - $151K
|
11.2K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.01K- 7.98% |
$130K - $166K
|
34.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.32K- 20.02% |
$144K - $184K
|
13.3K
$753K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.58K- 2.16% |
$155K - $198K
|
163K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.39K- 18.06% |
$190K - $242K
|
19.9K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 4.54% |
$201K - $256K
|
97.5K
$5.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.92K- 3.56% |
$213K - $272K
|
133K
$7.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-5.02K- 14.74% |
$218K - $277K
|
29.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.83K- 25.61% |
$296K - $377K
|
19.9K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.84K- 3.64% |
$296K - $378K
|
181K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-8.49K- 36.95% |
$368K - $469K
|
14.5K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.42K- 4.96% |
$408K - $521K
|
181K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.67K- 6.96% |
$419K - $534K
|
129K
$7.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-10K- 29.63% |
$435K - $554K
|
23.8K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.2K- 53.14% |
$745K - $950K
|
15.2K
$859K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.2K- 50.0% |
$918K - $1.17M
|
21.2K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-23.3K- 10.21% |
$1.01M - $1.29M
|
205K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24.6K- 13.75% |
$1.06M - $1.36M
|
154K
$8.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-25.9K- 86.6% |
$1.12M - $1.43M
|
4.01K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 31.64% |
$2.54M - $3.24M
|
127K
$7.17M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64K- 11.19% |
$2.77M - $3.53M
|
508K
$28.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-104K- 55.59% |
$4.52M - $5.76M
|
83.2K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-147K- 70.19% |
$6.38M - $8.13M
|
62.5K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-185K- 25.69% |
$8M - $10.2M
|
534K
$30.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-241K- 88.17% |
$10.4M - $13.3M
|
32.3K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-330K- 83.52% |
$14.3M - $18.2M
|
65.1K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.61M- 22.91% |
$69.9M - $89.1M
|
5.43M
$308M
|